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- Tasks: Join our team as a Private Client Administrator, handling admin duties and client servicing.
- Company: We're a leading financial services firm based in London, dedicated to client satisfaction.
- Benefits: Enjoy flexible working with 2 days in the office and competitive pay between £30k - £40k.
- Why this job: Gain valuable experience in finance while working in a supportive and dynamic environment.
- Qualifications: 1-2 years of admin experience preferred; strong IT and communication skills are essential.
- Other info: Opportunity for growth and learning in the financial services sector.
The predicted salary is between 30000 - 40000 £ per year.
Our client is looking for a Private Client Administrator to join their team, working at their London office 2 days per week.
Key Responsibilities:
- PA and general admin duties
- Organise and diarise meetings on behalf of the Private Client Director
- Work with the Private Client Director to prioritise tasks
- Field calls and email queries as appropriate and act on all non-technical queries
- Provide agendas and information requests prior to client meetings, if required
- Assist with the production of management information, as required by central teams
- Assist with general administration as required e.g. ad-hoc scanning and filing
- Client servicing and meeting preparation
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received and completed
- Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
- Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and the Document Management System (DMS), where appropriate
- Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks
- Ensure client agreements, including fee schedules, are in place and are signed, documented and saved to the DMS
- Run client risk tolerances and carry out anti-money laundering checks
- Ensure electronic client files are organised and updated, and easily accessible
Compliance with FCA and company procedures:
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS
- Record and file all relevant correspondence
Experience and Qualifications:
The successful candidate will have:
- 1-2 years’ experience in a relevant administration role within the independent sector of the financial services industry will be a distinct advantage, but admin experience from other sectors will be considered
- Demonstrable experience of delivering client service at the highest level
- Experience of using iO or equivalent back office system to perform a financial services or equivalent administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
Private Client Administrator (IFA) - London employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Administrator (IFA) - London
✨Tip Number 1
Familiarise yourself with Intelligent Office (iO) and other back office systems commonly used in financial services. Being able to demonstrate your proficiency in these systems during the interview can set you apart from other candidates.
✨Tip Number 2
Brush up on your knowledge of FCA regulations and compliance procedures. Showing that you understand the regulatory environment will reassure the hiring team that you can handle sensitive client information responsibly.
✨Tip Number 3
Prepare to discuss your previous experience in client servicing. Think of specific examples where you went above and beyond to meet client needs, as this role heavily focuses on delivering high-quality service.
✨Tip Number 4
Network with professionals in the financial services sector, especially those who work in administration roles. They can provide insights into the company culture and expectations, which can be invaluable during your interview.
We think you need these skills to ace Private Client Administrator (IFA) - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly within the financial services sector. Emphasise any roles where you've provided client service or used back office systems like Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities listed in the job description. Mention your experience with diary management, client servicing, and compliance to demonstrate your suitability for the role.
Showcase Your Skills: In your application, clearly outline your IT skills, especially your proficiency in Excel and any experience with financial services software. Highlight your attention to detail and communication skills, as these are crucial for the role.
Follow Up: After submitting your application through our website, consider sending a polite follow-up email to express your continued interest in the position. This can help keep you on their radar and show your enthusiasm for the role.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Role
Make sure you thoroughly understand the responsibilities of a Private Client Administrator. Familiarise yourself with tasks like managing client files, preparing meeting packs, and compliance procedures. This will help you demonstrate your knowledge during the interview.
✨Showcase Your Experience
Be ready to discuss your previous administrative roles, especially in financial services. Highlight any experience with client servicing and using back office systems like Intelligent Office. Specific examples will make your application stand out.
✨Demonstrate Attention to Detail
Since this role requires a high level of accuracy, be prepared to discuss how you ensure attention to detail in your work. You might mention methods you use to double-check your work or how you manage documentation effectively.
✨Prepare Questions
Have a few thoughtful questions ready for the interviewer. This could be about the team dynamics, the company culture, or specific challenges the Private Client Director faces. It shows your interest in the role and helps you assess if it's the right fit for you.
